This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-20-2000
- Office Locations
- 2
Office Locations
About Marietta Investment Partners, LLC
Marietta Investment Partners is a Milwaukee-based, 100% employee-owned advisor providing directly managed portfolios built on in-house research. The firm keeps investment decisions in-house (no third-party managers) and gives clients direct access to the portfolio managers and decision makers. It serves retail and institutional relationships, with portfolios primarily implemented using ETFs alongside fixed income and cash.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARY THERESA ALLMON
Partner, PORTFOLIO MANAGER
- CRD
- #6037044
- Ownership
- 10% but less than 25%
LORI JEAN BROOK
DIRECTOR OF OPERATIONS
- CRD
- #3213024
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
Unlock allContacts
JOHN THADEWALD EVANS
Investment Advisor
- CRD
- #851671
Showing 1 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $683,744,825 | $4,528,111 |
| Non-Discretionary | $0 | -- |
| Total | $683,744,825 | $4,528,111 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing